Your Documents

To go to the Documents page, click DOCUMENTS in the side navigation. NOTE: Candidates can only upload the document types which you assign them, regardless of the requirement setting. If you do not assign documents to a Candidate, they will not be able to upload any documents.

How do I view a document?
On the Documents page, at the top of the left-side panel, click the ALL tab. Under All Documents, hover over the document you’d like to view, ...
Wed, 18 Aug, 2021 at 12:17 PM
How do I add documents?
You can add documents by going to the Documents page, under Organize Documents.  Create a single new document by selecting from a list of pre-existing ...
Thu, 26 Aug, 2021 at 11:16 AM
How do I manage my existing documents?
To edit a document: On the Documents page, at the top of the left-side panel, click the ALL tab. Under All Documents, hover over the document ...
Wed, 18 Aug, 2021 at 1:04 PM
How do I organize my documents?
You can organize your documents by placing them into categories. A document's category is initially set when you create a document. To reorganize ...
Wed, 18 Aug, 2021 at 3:48 PM
How do I manage my document categories?
Categories are exclusive to you: Adding a custom category won’t add it for other admins. Editing or deleting a pre-set category won’t edit or delete th...
Wed, 18 Aug, 2021 at 12:33 PM
How do I view Candidates with a specific document?
On the Documents page, at the top of the left-side panel, click the ALL tab. Under All Documents, hover over the document you’d like ...
Wed, 18 Aug, 2021 at 3:52 PM
I can’t get back to the list of all my Candidates with expired and expiring documents.
You can find a list of all Candidates with expired and expiring documents on the Documents main page. To get back, click DOCUMENTS in th...
Wed, 18 Aug, 2021 at 4:19 PM
How do I view candidates with expired and expiring documents?
On the Documents page, under Candidate Document Deadlines, view a list of all Candidates with expired and expiring documents. Deadlines are listed from the ...
Wed, 15 Dec, 2021 at 5:12 PM